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Business Development Representative
$401k – $401k/yr San Mateo, US on-site full time junior Nov 7, 2025
About this role
ABOUT US:
Maxima is the first agentic AI platform for enterprise accounting, purpose built to deliver SOX compliant, real time close. Our founders have experience coming from both sides of the problem: from overseeing the finance org at Rubrik, to building month-end close systems at Twitter and Netflix. We have raised the largest seed in history in the accounting space from Kleiner Perkins & Audacious Ventures and are backed by finance leaders at companies such as Rippling, OpenAI, and UI Path.
ROLE OVERVIEW
As a Business Development Representative (BDR) at Maxima, you’ll play a critical role in fueling our growth engine. You’ll be responsible for sourcing and qualifying new opportunities, driving outreach across multiple channels, and helping build a healthy, predictable pipeline for our Account Executives.
This role is ideal for a motivated, curious, and organized individual who thrives in a high-growth environment and wants to develop a strong foundation in enterprise SaaS sales. You’ll partner closely with the Sales, Marketing, and Product teams to identify high-value prospects and connect finance leaders with our transformative AI accounting platform.
KEY RESPONSIBILITIES
- Prospecting & Outreach: Identify and engage potential customers through cold calls, emails, and social channels to generate qualified pipeline.
- Qualification: Conduct discovery to understand prospect needs, pain points, and fit for Maxima’s solutions.
- Pipeline Management: Collaborate with Account Executives to ensure smooth handoff and progression of qualified leads through the funnel.
- Market Research: Stay informed on accounting automation, AI trends, and the evolving CFO technology landscape to sharpen prospect targeting.
- Campaign Execution: Partner with Marketing on outbound campaigns, events, and targeted programs to generate interest and awareness.
- Continuous Improvement: Contribute to team learning by testing new messaging, tools, and approaches for higher conversion rates.
QUALIFICATIONS
- 1–2 years of experience in Business Development, Sales Development, or a related sales role (preferably in SaaS or technology).
- Excellent communication and interpersonal skills — you can articulate complex ideas clearly and confidently.
- Highly organized with strong time management and follow-up skills.
- Self-motivated and goal-oriented; thrives in a fast-moving, performance-driven environment.
- Genuine curiosity about AI, automation, and the future of finance.
- Experience using CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach) preferred.
- Team-oriented, adaptable, and eager to learn from experienced GTM professionals.
WHY JOIN US:
- Be a core part of a mission-driven startup looking to transform accounting processes.
- Work in a fast-paced environment where your decisions directly impact GTM direction and company growth.
- Develop a strong foundation in enterprise sales with a clear path toward Account Executive or other GTM roles.
- Collaborate with a seasoned sales team and leadership with deep enterprise and fintech experience.
- Competitive salary, equity, and benefits (401k, unlimited PTO)
Join us in revolutionizing accounting month-end close and making accounting operations more efficient for businesses everywhere!